Civic Intelligence

American Legion Post 132

990 • Fiscal year 2023 • EIN 95-6102901

Jun 01, 2022 to May 31, 2023 • Filed on Jun 03, 2024

Organization ProfileN/A
PO Box 214Orange, CA 92856

(310) 990-1404

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)19 • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-3.4%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)19 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$219,495

Down $7,776 (-3.4%) from 2022

Net Assets

Down

$218,926

Down $6,320 (-2.8%) from 2022

Liabilities

Down

$569

Down $1,456 (-72%) from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin39th percentile

Revenue

Up

$147,999

Up $32,846 (+29%) from 2022

Expenses

Up

$149,793

Up $74,493 (+99%) from 2022

Net Income

Down

-$1,794

Down $41,647 (-105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2022: $227,271Liabilities 2022: $2,025Net Assets 2022: $225,2462022Assets 2023: $219,495Liabilities 2023: $569Net Assets 2023: $218,9262023Assets 2024: $302,776Liabilities 2024: $1,712Net Assets 2024: $301,0642024

Highlighted filing

2023

Assets$219,495
Liabilities$569
Net Assets$218,926
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2022: $115,153Expenses 2022: $75,300Net Income 2022: $39,8532022Revenue 2023: $147,999Expenses 2023: $149,793Net Income 2023: -$1,7942023Revenue 2024: $333,043Expenses 2024: $308,629Net Income 2024: $24,4142024

Highlighted filing

2023

Revenue$147,999
Expenses$149,793
Net Income-$1,794
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jun 3, 2024
Return Version
2022v5.0
Gross Receipts
$383,751
Mission and Program Overview

Mission

The American Legion was chartered and incorporated by Congress in 1919 as a patriotic veterans organization devoted to mutual helpfulness. It is the nations largest wartime veterans service organization, committed to mentoring youth and sponsorship of wholesome programs in our communities, advocating patriotism and honor, promoting strong national security, and continued devotion to our fellow service members and veterans.

Assistance to veterans and their families

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$206,270$202,397▼ $3,873
Land, Buildings, and Equipment, Net$124,276$157,449▲ $33,173
Savings and Temporary Cash Investments$30,195$26,371▼ $3,824
Cash and Non-Interest-Bearing Accounts$55,725$20,847▼ $34,878
Inventories for Sale or Use$12,499$14,678▲ $2,179
Cap Stk Tr Prin Current Funds$14,450$14,450→ $0
Rtn Earn Endowment Incm Other Fnds-$2,079-
Accounts Receivable-$100-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$222,745$219,495▼ $3,250
Other Assets Total$50$50→ $0
Liabilities
Other Liabilities$2,025$569▼ $1,456
Total Liabilities$2,025$569▼ $1,456
Net Assets / Fund Balance
Total Net Assets Fund Balance$220,720$218,926▼ $1,794
Total Liabilities and Net Assets / Fund Balance$222,745$219,495▼ $3,250

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$112,195$37,180$149,375
Other Land Buildings$12,952$58,434$71,386
Buildings$25,268$665$25,933
Land$7,034-$7,034
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Jose Martinez1st Vice Comman
John Schultz2nd Vice Comman
Gerardo Robdeldo3rd Vice Comman
Brian JohnsonAdjutant
Victor DelarosaCommander
Susan WoodFinance Command
Revenue and Support

Revenue Composition

Contributions and Grants
$86,071
Program Service Revenue
$6,849
Investment Income
$0
Other Revenue
$55,079
All Other Contributions
$63,582
Change in Net Assets
$-1,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,578
Salaries, Compensation, and Employee Benefits$8,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion---$55,327
Occupancy---$39,427
Insurance---$12,632
Benefits to Members---$9,279
Payroll Taxes---$7,581
Fees for Services Accounting---$5,740
Office Expenses---$4,285
Advertising---$1,627
Other Employee Benefits---$1,355
Fees for Services Legal---$931
Other Expenses---$500
Interest---$10
Total Functional Expenses$0$0$0$149,793
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liability$569
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
American Legion
EIN
95-6102901
Phone
3109901404
Address
PO BOX 214, ORANGE, CA 92856

Signing Officer

Name
Susan Wood
Title
Finance Command
Signed
2024-06-03
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
485

Preparer

Firm
Montecito Financial Services INC
Address
300 W GLENOAKS BLVD STE 200, GLENDALE, CA 91202
Preparer
Jackie Fu Ea
Phone
8182424888
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149793
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02025
IRS990/TotalLiabilitiesEOYAmt0569
IRS990/TotalLiabilitiesGrp/BOYAmt02025
IRS990/TotalLiabilitiesGrp/EOYAmt0569
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0220720
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0218926
IRS990/TotalProgramServiceRevenueAmt06849
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061928
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0147999
IRS990/TotalVolunteersCnt0485
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0222745
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0219495
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 214
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092856
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE COMMAND
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN LEGION
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0956102901
ReturnHeader/Filer/PhoneNum03109901404
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 214
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092856
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953981046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Montecito Financial Services INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 W GLENOAKS BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091202
ReturnHeader/PreparerPersonGrp/PhoneNum08182424888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACKIE FU EA
ReturnHeader/ReturnTs02024-06-03T09:33:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOOD
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$219,495
Liabilities
$569
Net assets
$218,926
Revenue
$147,999
Expenses
$149,793
Net income
-$1,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.02$3.01$3.33$3.09$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.01$2.19$1.48$1.50$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.02$2.25$1.15$0.75$0.40